The content was produced in collaboration with the following partners: EI Studios, the bespoke content division of Economist Impact, The Financial Times Commercial Department, Paperjam, Vogue and Wired.
You are not alone
Prosperity allows you to live life to the fullest, pursue your passions, and secure your family's future. But there will be times when you're under pressure to make important decisions.
If you find yourself in this situation, you are not alone. 44% of high-net-worth individuals say they find it stressful to make decisions about their wealth1.
Sometimes it's hard to know what to do next.
In moments like this, it's comforting to hear from someone who was in the same situation and found a way out. For over 200 years, we have been helping our customers feel secure in their future. So if you're wondering where to start, let us inspire you.
Meet our customers and hear their stories
Reflections on passing on wealth to the next generation. Withdraw from the family business. The need to build financial confidence after a divorce.
We asked our clients to share their stories so they could understand the value of talking to a relationship manage Client Advisor who has guided others in similar situations.
Our parent company Quintet and BlackRock 2024 report by Ipsos:
The Rise in Generational Wealth: Unlocking New Opportunities
What do Europeans think about their wealth? We surveyed 595 high-net-worth individuals to explore the psychology of wealth in 2024. Do you share their views on the most important areas? Download the Ipsos UK1 report for fascinating insights, including:
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Perspectives on the purpose of wealth: How the individual perceives the purpose of their wealth.
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The three most important values of wealth: The three aspects that people value most about their wealth.
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Differences in attitudes towards wealth: The difference in attitudes between wealthy people of the first generation and those who come from the generation of wealth.
BlackRock brings enhanced investment capabilities to our clients
Our parent company Quintet's partnership with BlackRock, the world's largest asset manager2, allows us to offer Brown Shipley's clients expanded investment capabilities. You'll get global buying power while enjoying the personalised service of your local Brown Shipley team.
This allows us to serve you better in three ways.
Capabilities
Greater reach gives you access to more asset classes, giving you more opportunities for portfolio diversification, risk mitigation and capital growth.
Innovation
BlackRock’s technology benefits your portfolios through state-of-the-art risk monitoring and analytics, enabling asset allocation to quickly adjust to changing market conditions.
Access
You will have access to our exclusive, uniquely blended range of funds at prices normally reserved for institutional investors only.
Discover Brown Shipley, a Quintet Private Bank
Brown Shipley, founded in 1810, is the UK subsidiary of Quintet Private Bank, providing Wealth Planning, Investment Management and Lending services from its eight UK branches.
Founded 75 years ago and headquartered in Luxembourg, Quintet Private Bank operates across Europe and the United Kingdom and manages over €90 billion in client assets.
Quintet operates under the following names: Brown Shipley in the United Kingdom, InsingerGilissen in the Netherlands, Merck Finck in Germany, Puilaetco in Belgium and Quintet in the rest of Europe.
BlackRock is the world's leading asset manager with $11.5 trillion3 in assets under management.
In 2023, Quintet Private Bank chose BlackRock to expand its investment options.
BROWN SHIPLEY CLIENT
Our Client Advisors has been looking after my financial affairs for several years now and l have always found him to be very professional, able and patient. He has a gift for making complex financial matters easier for me to understand which l see as a great asset. l have always felt that my finances are in a safe pair of hands.
An award-winning
private bank
Ready to take the next step?
We are here to support you and your loved ones every step of the way. Speak to a local account manager to find out how we can help you move forward with confidence.
- Based on research conducted by Ipsos UK on behalf of Quintet Private Bank and BlackRock between 19th August and 27th September 2024.
- Source: Bloomberg, October 2024.
- As at the end of September 2024.
Investing puts your capital at risk. Lending is subject to status.
Research
Research was conducted by Ipsos UK on behalf of Brown Shipley’s parent company Quintet and BlackRock between 19th August and 27th September 2024. An online self-completion survey conducted in four countries, with a total of 595 adults aged 30 plus completing the survey: 165 in the UK, 147 in Germany, 169 in the Netherlands and 114 in Belgium. Quota sampling was applied, and respondents were required to have at least £1 million (UK) / €1 million (DE, NL, BE) in liquid/investable assets. Data has not been weighted and is not nationally representative of any market to the known adult population on any demographics.
More details can be found here
- The subject of the survey is the behaviours, perceptions and intentions related to asset management. Specifically, the research focused on uncovering: (i) wealth background and attitudes towards wealth, including goals for the future (ii) plans for passing on wealth to the next generation and expectations for the next generation (iii) retirement plans of those who are not yet retired.
- The survey was an online self-completion survey conducted in four countries, with a total of 595 adults aged 30 and over participating in the survey: 165 in the United Kingdom, 147 in Germany, 169 in the Netherlands and 114 in Belgium. A quota sample was drawn and respondents who chose to participate in the survey had to have liquid/investable assets of at least £1 million (UK) or €1 million (DE, NL, BE) and are referred to in this report as 'high net worth persons' (HNW). The data has not been weighted and is not nationally representative of the known adult population in terms of all demographics.
- In this report, the figures are presented at an aggregated level for all markets. These figures are a direct average across all countries studied, with no weighting by country. Differences between countries and groups of interest are based on two-page significance tests with a confidence level of 95%.
Definition:
- Adults referred to as coming from ‘generational wealth’ are defined as those who selected ‘I come from a family, going back at least one generation, that has been successful in creating, preserving and/or growing wealth’ when asked which answer option best describes
their wealth background. Adults who are referred to as ‘first-generation wealthy’ have been defined as those who selected: ‘I am the first-generation in my family to have created wealth’ in the same question
- Adults who wish to bequeath their assets to their children/heirs are defined as those who enter one of the following codes in response to the question "NG1. When you think about your future plans, what do you plan to do with your assets, if anything? NET of "Give to children and/or relatives before I die" + "Leave as an inheritance" + "Make sure my children are financially well off without spoiling them" + "Improve the reputation of our family name".